Community First Bank of Indiana Digital Banking User Guide Personal

First page Table of contents Next page Last page

Getting Started	3
New User Enrollment	8
Logging In	9
Multi-Factor Authentication	11
Logging Off	12
Resetting a Forgotten Password	13
Accounts	14
View Accounts Overview	14
Account Details Overview	16
Transaction Details	18
Adding a New Account	20
Adding an Account to Singleview	21
Opening a New Account	22
Editing Favorite Accounts	24
Organize Dashboard	25
Reorder Accounts	25
Rename Accounts	26
Hide/Unhide Accounts	27
Hide/Unhide Dashboard Tiles	28
App Appearance	29
Favorite Payees	30
Selecting Favorite Payees	30
Singleview	31
Initial Setup	31
Tagging Transactions	32
Splitting a Transaction	34
Singleview Dashboard	36
Spending by Category	37
Budget	39
Adding Budgets	40
Managing Budgets	41
Add a Budget Alert	43
Cashflow Overview	44
Add a Bill or Income	45
Configure Accounts	46
Bills and Income	47
Net Worth	48
Add an Unlinked Asset or Debt	49
Goals	50
Adding Goals	51
Save for Goals	51
Pay Off Goals	52
Add a Goal Alert	53
Managing Goals	54
Move Money	55
Move Money Overview	55
Bill Pay Enrollment	57
Change or Add Accounts to Bill Pay	59
Adding a Bill Pay Payee	60
Bill Pay Payee - Company	60
Bill Pay Payee - Individual	62
Favoriting a Payee	65
Editing a Payee	66
Deleting a Payee	67
New Transaction	68
Transferring Money Between Your Accounts	68
Making a Loan Payment	70
Making a Bill Pay Payment - Company - Standard Delivery	72
Making a Bill Pay Payment - Company - Rush Delivery	74
Making a Bill Pay Payment - Individual	76
Editing Transfers/Payments	78
Deleting Transfers/Payments	79
Deposit Checks	80
Mobile Deposit	80
Manage Cards	81
Turn Card On or Off	81
Card Name	82
Card Alert	83
Temporary Spending Limit Increase	84
Change PIN	85
Report Lost or Stolen Card	86
Travel Notification	87
Enable Automatic On/Off	89
Google Pay/Apple Pay	91
Security	92
Protecting Your Information	92
General Guidelines	92
Login ID and Password	92
Fraud Prevention	92
Login Settings	93
Change Username	93
Change Password	94
Change Security Questions	95
Recent Logins	96
Mobile Security Preferences	97
Enabling Biometric Sign-In	97
Enabling FaceID	98
Enabling PIN Login	99
Auto-Login	100
Alerts	101
Alerts Overview	101
Custom Alerts	102
Bill Pay Alerts	103
Security Alerts	104
Singleview Alerts	105
Turning Alerts On and Off	106
Editing or Deleting Alerts	107
Previous Alerts	108
Reports	109
Creating a New Report	109
Account Activity Report	109
Running an Existing Report	110
Editing a Report	111
Deleting a Report	112
Services	113
Locations	113
Secure Message Overview	114
Sending a Secure Message	115
Documents	116
Document Enrollment	116
Viewing Documents	117
Chat	118
Settings	119
Contact Settings	119
Adding a New Phone	119
Editing a Phone	120
Deleting a Phone	121
Editing an Email Address	122

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